Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q3 2024
Institutional positions in Phillips 66 as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,775
- +10 vs. Q2 2024
- Shares held
- 303.1M
- +21.5M (+7.6%) vs. Q2 2024
- Total value
- $39.8B
- +$119.9M (+0.3%) vs. Q2 2024
- New holders
- 133
- 611 more added
- Sold out
- 123
- 681 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 9,866 | $1.30M | 0.09% | −281−2.8% | Reduced |
| Country Club Bank | 10,018 | $1.31M | 0.09% | −1,246−11.1% | Reduced |
| Umpqua Bank | 9,996 | $1.31M | 0.48% | +71+0.7% | Added |
| Aquila Investment Management LLC | 10,000 | $1.31M | 1.46% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,013 | $1.32M | 0.09% | +449+4.7% | Added |
| Wealthcare Advisory Partners LLC | 10,019 | $1.32M | 0.04% | −2,037−16.9% | Reduced |
| Adirondack Trust Co | 10,025 | $1.32M | 0.51% | −157−1.5% | Reduced |
| Pavion Blue Capital, LLC | 10,088 | $1.33M | 0.62% | +10.0% | Added |
| Wahed Invest LLC | 10,159 | $1.34M | 0.24% | +644+6.8% | Added |
| Guardian Wealth Management, Inc. | 10,198 | $1.34M | 0.94% | −507−4.7% | Reduced |
| Redwood Investment Management, LLC | 10,234 | $1.34M | 0.12% | +240+2.4% | Added |
| Segment Wealth Management, LLC | 10,205 | $1.34M | 0.09% | +174+1.7% | Added |
| Cullinan Associates Inc | 10,239 | $1.35M | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 10,329 | $1.36M | 0.49% | −38−0.4% | Reduced |
| Panagora Asset Management Inc | 10,334 | $1.36M | 0.01% | +1,470+16.6% | Added |
| Jacobi Capital Management LLC | 10,340 | $1.36M | 0.10% | +525+5.3% | Added |
| Eisler Capital (UK) Ltd. | 10,366 | $1.36M | 0.32% | +3,130+43.3% | Added |
| Thoroughbred Financial Services, LLC | 10,374 | $1.36M | 0.09% | −9−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 10,413 | $1.37M | 0.18% | +127+1.2% | Added |
| Sterling Capital Management LLC | 10,442 | $1.37M | 0.02% | +10,442 | New |
| South State Corp. | 10,448 | $1.37M | 0.09% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 10,461 | $1.38M | 0.28% | +1,300+14.2% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.38M | 0.34% | +10,500 | New |
| Parallel Advisors, LLC | 10,582 | $1.39M | 0.03% | −530−4.8% | Reduced |
| Tower Bridge Advisors | 10,612 | $1.39M | 0.14% | −150−1.4% | Reduced |
| First National Trust Co | 10,624 | $1.40M | 0.05% | −75−0.7% | Reduced |
| Smith, Moore & Co. | 10,641 | $1.40M | 0.13% | −1,450−12.0% | Reduced |
| CFM Wealth Partners LLC | 10,680 | $1.40M | 0.25% | −11,497−51.8% | Reduced |
| Financial Advocates Investment Management | 10,806 | $1.42M | 0.08% | +286+2.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 11,006 | $1.45M | 0.33% | −755−6.4% | Reduced |
| Exeter Financial, LLC | 11,055 | $1.45M | 0.64% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,075 | $1.46M | 0.08% | +8,508+331.4% | Added |
| Boyd Watterson Asset Management LLC | 11,109 | $1.46M | 0.40% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,118 | $1.46M | 0.01% | +520+4.9% | Added |
| Caldwell Trust Co | 11,146 | $1.47M | 0.15% | +661+6.3% | Added |
| Resources Management Corp | 11,158 | $1.47M | 0.20% | +602+5.7% | Added |
| Apollon Wealth Management, LLC | 11,169 | $1.47M | 0.04% | −1,608−12.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,288 | $1.48M | 0.06% | −191−1.7% | Reduced |
| Greenleaf Trust | 11,353 | $1.49M | 0.01% | +481+4.4% | Added |
| Counterweight Ventures, LLC | 11,367 | $1.49M | 1.06% | −418−3.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,381 | $1.50M | 0.02% | +191+1.7% | Added |
| EP Wealth Advisors, LLC | 11,445 | $1.50M | 0.01% | +3,261+39.8% | Added |
| Fiduciary Trust Co | 11,453 | $1.51M | 0.02% | +265+2.4% | Added |
| Pathway Financial Advisers, LLC | 11,489 | $1.51M | 0.68% | −368−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,521 | $1.51M | 0.01% | +7,830+212.1% | Added |
| First National Advisers, LLC | 11,780 | $1.55M | 0.25% | −5,285−31.0% | Reduced |
| Spears Abacus Advisors LLC | 11,803 | $1.55M | 0.03% | +625+5.6% | Added |
| Williams Jones Wealth Management, LLC. | 11,862 | $1.56M | 0.02% | −182−1.5% | Reduced |
| Vident Advisory, LLC | 11,895 | $1.56M | 0.04% | −5,876−33.1% | Reduced |
| Centiva Capital, LP | 11,956 | $1.57M | 0.07% | −204−1.7% | Reduced |
| Moors & Cabot, Inc. | 12,012 | $1.58M | 0.08% | +472+4.1% | Added |
| Harvest Portfolios Group Inc. | 12,147 | $1.60M | 0.05% | +2,063+20.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,253 | $1.61M | 0.08% | +71+0.6% | Added |
| Point72 (DIFC) Ltd | 12,297 | $1.62M | 0.13% | +12,297 | New |
| Capstone Investment Advisors, LLC | 12,324 | $1.62M | 0.03% | +7,573+159.4% | Added |
| Bangor Savings Bank | 12,373 | $1.63M | 0.15% | +159+1.3% | Added |
| GW Henssler & Associates Ltd | 12,386 | $1.63M | 0.09% | −199,645−94.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,393 | $1.63M | 0.11% | −1,281−9.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,435 | $1.63M | 0.05% | −209−1.7% | Reduced |
| SpiderRock Advisors, LLC | 12,566 | $1.65M | 0.04% | −856−6.4% | Reduced |
| Wetherby Asset Management Inc | 12,584 | $1.65M | 0.08% | −326−2.5% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.66M | 0.37% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12,624 | $1.66M | 0.02% | −696−5.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,753 | $1.68M | 0.22% | −9,348−42.3% | Reduced |
| Ostrum Asset Management | 12,754 | $1.68M | 0.14% | +2,315+22.2% | Added |
| Allworth Financial LP | 12,778 | $1.68M | 0.01% | −978−7.1% | Reduced |
| Fruth Investment Management | 12,795 | $1.68M | 0.44% | −200−1.5% | Reduced |
| Shelton Capital Management | 12,808 | $1.68M | 0.04% | −195−1.5% | Reduced |
| Marion Wealth Management | 12,902 | $1.70M | 0.45% | +575+4.7% | Added |
| Paragon Capital Management LLC | 12,908 | $1.70M | 0.88% | +443+3.6% | Added |
| Independent Financial Group, LLC | 12,948 | $1.70M | 0.06% | −108−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 13,000 | $1.71M | 0.04% | −500−3.7% | Reduced |
| First Hawaiian Bank | 13,048 | $1.72M | 0.05% | −3,368−20.5% | Reduced |
| YHB Investment Advisors, Inc. | 13,164 | $1.73M | 0.14% | −486−3.6% | Reduced |
| Savant Capital, LLC | 13,172 | $1.73M | 0.01% | +1,262+10.6% | Added |
| Sigma Planning Corp | 13,226 | $1.74M | 0.05% | +340+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,267 | $1.74M | 0.04% | −225−1.7% | Reduced |
| Energy Income Partners, LLC | 13,437 | $1.77M | 0.04% | −59−0.4% | Reduced |
| Estate Counselors, LLC | 13,525 | $1.78M | 0.18% | +910+7.2% | Added |
| Oddo BHF Asset Management SAS | 13,622 | $1.79M | 0.09% | +13,622 | New |
| Pacific Global Investment Management CO | 13,655 | $1.80M | 0.32% | −1,898−12.2% | Reduced |
| Gateway Investment Advisers LLC | 13,771 | $1.81M | 0.02% | +3,679+36.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,779 | $1.81M | 0.06% | −1,102−7.4% | Reduced |
| Clearstead Advisors, LLC | 13,814 | $1.82M | 0.03% | +232+1.7% | Added |
| Logan Capital Management Inc | 13,839 | $1.82M | 0.07% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 14,001 | $1.84M | 0.04% | +4,500+47.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,190 | $1.87M | 1.68% | −540−3.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,200 | $1.87M | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 14,551 | $1.87M | 0.05% | +5,663+63.7% | Added |
| Capital Advisors Inc | 14,233 | $1.87M | 0.04% | −81−0.6% | Reduced |
| F/M Investments LLC | 14,142 | $1.89M | 0.06% | −1,479−9.5% | Reduced |
| Western Wealth Management, LLC | 14,380 | $1.89M | 0.11% | +10,312+253.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,405 | $1.89M | 0.02% | +425+3.0% | Added |
| Curbstone Financial Management Corp | 14,504 | $1.91M | 0.41% | −100−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 14,527 | $1.91M | 0.05% | +1,647+12.8% | Added |
| PFG Investments, LLC | 14,541 | $1.91M | 0.12% | −589−3.9% | Reduced |
| Harbour Investment Management LLC | 14,592 | $1.92M | 0.85% | +265+1.8% | Added |
| Inscription Capital, LLC | 14,640 | $1.92M | 0.29% | +1,230+9.2% | Added |
| Bridgefront Capital, LLC | 14,699 | $1.93M | 0.74% | −658−4.3% | Reduced |
| NFJ Investment Group, LLC | 14,702 | $1.93M | 0.06% | −215−1.4% | Reduced |